Client Relations & IRA Operations Specialist
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-08-13
Listing for:
iraLogix
Full Time
position Listed on 2026-08-13
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep
Job Description & How to Apply Below
IRALOGIX, Inc. is seeking a Customer Account Relations Manager to serve as a trusted client contact across the retirement services ecosystem.
The role blends financial services expertise with IRA operations knowledge to deliver exceptional client support and ensure seamless account servicing. You will manage inquiries via phone, live chat, and email, supporting day-to-day IRA administration while maintaining accuracy and regulatory compliance.
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